401(k) · DOL Form 5500 · 2023

Michael Kalus Md 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
9
Participants Small participant base
36th
Percentile by assets National rank
$336,718
Avg per participant High balance/head
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Official DOL plan name: Michael Kalus Md Profit Sharing & 401(k) Plan · Sponsored by Michael Kalus Md · Ohio · Healthcare & Social Assistance

$3M in assets, 9 participants

Michael Kalus Md's Michael Kalus Md Profit Sharing & 401(k) Plan reported $3M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 36th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #6,527 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Michael Kalus Md Profit Sharing & 401(k) Plan holds $3M for 9 participants - about $336,718 per participant, in the lower half of filed plans by assets.

#6,527
in Healthcare & Social Assistance (17,684 peers)
+4.5%
assets growth YoY

Michael Kalus Md Profit Sharing & 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Michael Kalus Md Profit Sharing & 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,030,463 36th percentile higher than 36% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Michael Kalus Md Profit Sharing & 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Michael Kalus Md Profit Sharing & 401(k) Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Michael Kalus Md Profit Sharing & 401(k) Plan reported net income rose from -$501K in the plan year 2022 filing to $129K in the plan year 2023 filing.
  • Michael Kalus Md Profit Sharing & 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 341590638 · Michael Kalus Md PY 2023 · 401(k)

Michael Kalus Md Profit Sharing & 401(k) Plan · $3M · 9 · 36th

  • ASSETS $3M
  • PCT 9
  • EIN 36th
  • RANK 401(k)
  • PHOTO near Nelson Pipeline Constructors, LLC 401(k) Savings Plan
  • IND ind #6527

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Ohio →

Michael Kalus Md Profit Sharing & 401(k) Plan in the asset neighbourhood

Michael Kalus Md Profit Sharing & 401(k) PlanMichael Kalus Md Profit Shar…$3MNelson Pipeline Constructors, LLC 401(k) Savings PlanNelson Pipeline Constructors…$3MConway Management Company, Inc. Profit Sharing 401(k) PlanConway Management Company, I…$3MGilliam, Wharram & Co., P.C. 401(k) PlanGilliam, Wharram & Co., P.C.…$3MGoodwill of the Olympics and Rainier Region 401(k) PlanGoodwill of the Olympics and…$3M
End-of-year total assets ($M) among Michael Kalus Md Profit Sharing & 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$129K
Employer EIN341590638
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Michael Kalus Md)

Sponsor-wide plan assets over time

All Michael Kalus Md plans reported in each filing year

Latest sponsor-wide plan assets
$3M 4.453268956750545% vs 2022
2023 filing year
$2.85M$2.9M$2.95M$3M$3.05M 20222023 $2.9M $3.03M ▲ +4.5%
Year Plans Participants Total Assets
2022 1 9 $3M
2023 2 17 $3M

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Michael Kalus Md Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Michael Kalus Md Profit Sharing & 401(k) Plan, Total assets ($B): 0.003030463 · Participants: 9Michael Kalus Md Profit Sharing & 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Michael Kalus Md Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Michael Kalus Md Profit Sharing & 401(k) Plan side-by-side with 3 peers →

Michael Kalus Md Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Nelson Pipeline Constructors, LLC 401(k) Savings Plan in CO ($3M); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Michael Kalus Md Profit Sharing & 401(k) Plan assets move in 2023? ▼
Michael Kalus Md Profit Sharing & 401(k) Plan edged up modestly - up 4.5% during 2023, from $3M to $3M. Reported net income was $129K.
How have Michael Kalus Md plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Michael Kalus Md's sponsor-wide assets grew 4.5%, from $3M to $3M.
Which 401(k) plans are similar in size to Michael Kalus Md Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nelson Pipeline Constructors, LLC 401(k) Savings Plan in CO ($3M, 154 participants).
Which 401(k) plans cover a similar participant headcount to Michael Kalus Md Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 341590638.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.